NAPA Advisor Allies - 2023

NAPA’s 2023 100 Top DC Wholesalers — the “Advisor Allies” — were based on voting by thousands of registered NAPA Net users and NAPA members from a pool of nominees submitted by NAPA Firm Partners. To learn more about the nomination and selection process, click here.

View Previous Lists

• View the 2022 Allied Advisors
• View the 2021 Allied Advisors
• View the 2020 Allied Advisors
• View the 2019 Allied Advisors
• View the 2018 Allied Advisors
• View the 2017 Allied Advisors
• View the 2016 Allied Advisors
• View the 2015 Allied Advisors
• View the 2014 Allied Advisors

Announcing: The Top 10 RK  and DC  Advisor Allies!

First Name	Last Name	Category	Company	Top 10
Jeffrey	Abelli	DCIO	Amundi US
Christopher	Athens	DCIO	BlackRock
Chad	Azara	RK	PCS Retirement
Matt	Bartch	DCIO	BlackRock
Dennis	Beaudet	RK	John Hancock Retirement
Jeff	Beneteau	RK	CUNA Mutual
Jarrett	Berry	RK	John Hancock Retirement
Chris	Bilello	DCIO	Amundi US
Josh	Binford	DCIO	Invesco
Keith	Blackmon	DCIO	T. Rowe Price
Marcie	Blanco	DCIO	Neuberger Berman
Katelyn	Boone	DCIO	Fidelity
Blake	Burkett	RK	John Hancock Retirement
Brett	Burkhalter	DCIO	RJ Investment Management
Travis	Campbell	RK	Fidelity
Jerry	Cicalese	RK	Sentinel Group
Jon	Clark	RK	PCS Retirement
Andy	Cunningham	DCIO	MassMutual Investments
Tim	Curran	RK	Lincoln Financial Group
Jesse	Daniels	DCIO	American Century Investments
Matt	DeMarco	DCIO	PIMCO
Jenny	Dodson	RK	Principal
Christopher	Donnager	DCIO	MFS Investments
Ryan	Fay	DCIO	John Hancock Investments
Matt	Fessler	RK	Lincoln Financial Group
Travis	Fossati	RK	The Standard
Matt	Foster	DCIO	Franklin Templeton
Eric	Fox	RK	The Standard
Daniel	Fratalia	RK	John Hancock Retirement
Brett	Gallinger	RK	Transamerica
Patrick	Gano	RK	PCS Retirement
Brody	Geist	RK	The Standard
Michele	Giangrande	DCIO	T. Rowe Price
Gary	Giffen	RK	Transamerica
Jerry	Giovinazzo	RK	John Hancock Retirement
Glenn	Godin	DCIO	American Century Investments
John	Gonsior	RK	Fidelity
Liam	Grubb	DCIO	Franklin Templeton
Greg	Handrahan	DCIO	AllianceBernstein
Scott	Hankard	RK	Amertias
Tim	Harkleroad	DCIO	Amundi US
Brandon	Helms	DCIO	Columbia Threadneedle Investments
Bryson	Hopkins	RK	Lincoln Financial Group
Lisa	Hultquist	DCIO	Invesco
Adam	Johnson	RK	John Hancock Retirement
Joshua	Jones	RK	Fidelity
Matt	Kasa	DCIO	Nuveen
Mark	Kirchner	RK	Transamerica
Gress	Lawson	RK	Principal
Ben	Leger	DCIO	Fidelity
Jack	Levis	RK	Fidelity
Jerry	Lopez	RK	John Hancock Retirement
Greg	Lucchesi	RK	Transamerica
Aylmer	Magill	DCIO	John Hancock Investments
Eric	Magyar	DCIO	Janus Henderson Investments
Hayden	Main	RK	John Hancock Retirement
Todd	Mann	DCIO	AllianceBernstein
Seth	Marsters	RK	The Standard
Todd	Matlack	DCIO	Invesco
Kevin	McDevitt	RK	AmericanTCS
Kevin	McDonough	RK	Principal
Jeff	Meltzer	DCIO	Hartford Funds
Rich	Merson	DCIO	PIMCO
Eric	Milano	DCIO	T. Rowe Price
Kevin	Morgan	DCIO	J.P. Morgan
Jennifer	Mulrooney	DCIO	American Century Investments
Mark	Needham	RK	John Hancock Retirement
Yen	Nguyen	RK	Ascensus
Tom	O'Connell	DCIO	Allspring Global Investments
Dan	O'Shea	DCIO	Columbia Threadneedle Investments
Bryan	Persak	RK	Principal
Stewart	Rauchman	RK	Lincoln Financial Group
Dave	Sandstead	RK	Principal
Chris	Schutz	RK	Transamerica
Greg	Seaver	DCIO	Hartford Funds
Donny	Sheinwald	RK	Lincoln Financial Group
Craig	Shrack	RK	The Standard
Chris	Sleggs	DCIO	PIMCO
Jay	Slusher	DCIO	PIMCO
Jonah	Smith	RK	John Hancock Retirement
Alison	Smith	RK	Principal
Andrew	Spahr	DCIO	Fidelity
Mike	Sperduto	RK	The Standard
Derrick	Stancick	DCIO	Hartford Funds
Anthony	Summers	RK	Lincoln Financial Group
Shane	Tatum	RK	Fidelity
Edward	Thurmond	RK	John Hancock Retirement
Andy	Tyndall	DCIO	MFS Investments
John	Uricchio	DCIO	Victory Capital
Matt	Vanaman	DCIO	PIMCO
Scott	Ward	RK	John Hancock Retirement
Lindsay	Warrington	DCIO	John Hancock Investments
Brad	Weber	RK	The Standard
Tim	White	DCIO	T. Rowe Price
Tina	White	DCIO	Franklin Templeton
Jessica	Wilson	DCIO	Franklin Templeton
Jim	Wojciak	DCIO	Federated Hermes
Chris	Wolfe	RK	The Standard
Jason	Yepko	RK	John Hancock Retirement
Dan	Zibaitis	RK	John Hancock Retirement